Senior Financial Analyst

HealthEdge - Montpelier, VT

Full-time - Mid Level

Remote - Montpelier, VT

About the position

The Senior Financial Analyst at HealthEdge will be a key member of the Financial Planning and Analysis (FP&A) team, focusing on supporting the Global Professional Services division. This role involves providing insights, analysis, and recommendations to enhance financial performance and drive strategic decision-making. The analyst will be responsible for financial modeling, reporting, forecasting, and budgeting, with a strong emphasis on revenue, expense, and headcount management.

Responsibilities

• Create and maintain complex financial models to support monthly forecasting and ad-hoc analysis for the Global Professional Services business.
• Enhance financial processes, streamline workflows, and implement best practices to drive efficiency and scalability.
• Conduct financial modeling, reporting, forecasting, and budgeting with a focus on revenue, expense, and headcount management.
• Partner with senior management and internal stakeholders to provide financial analysis and recommendations to the GPS division.
• Prepare management reports and dashboards focused on financial and operational KPIs; drive reporting automation and develop new metrics.
• Collaborate with accounting teams to ensure accurate and timely financial reporting in accordance with GAAP standards.
• Build financial models for new business concepts and provide data-intensive analyses to drive meaningful change.
• Assist in the annual budgeting process by collaborating with cross-functional teams to gather data and validate assumptions.

Requirements

• Bachelor's degree in Finance, Economics, or Accounting required.
• 4+ years of experience in a financial advisory capacity in Corporate Financial Planning; experience in Professional Services or Consulting preferred.
• Proficiency in ASC 606 revenue recognition, particularly for Professional Services/Consulting revenue.
• Strong financial modeling, forecasting techniques, and variance analysis skills.
• Excellent analytical skills to interpret complex financial data and communicate findings effectively.
• Advanced proficiency in Microsoft Excel; experience with Oracle Enterprise Business Planning and Budgeting Cloud Solution is a plus.
• Solid understanding of GAAP principles and financial reporting requirements.
• Excellent organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Proactive mindset with a passion for continuous learning and professional development.
• Strong interpersonal skills to collaborate effectively across functions and influence decision-making.

Nice-to-haves

• Experience in a hybrid work environment.
• Familiarity with financial software beyond Microsoft Excel.

Benefits

• Full-time, permanent employment
• Hybrid work environment with 2/3 days in office
• Opportunities for professional development and continuous learning